Simplicity Wealth’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,341	Closed	-$368K	–	1012
2024 Q2	$368K	Sell	3,341 -110	-3%	-$12.1K	0.01%	875
2024 Q1	$416K	Buy	+3,451	New	+$416K	0.01%	803